Diversified Portfolio with Strong Focus on Financial Services and Communication Services
Investor Quincy Lee through Ancient Art (Teton Capital) has built a diversified portfolio emphasizing Financial Services and Communication Services, with notable allocations to Interactive Brokers Group Inc and Upwork Inc.
Quincy Lee's Portfolio Highlights
As of September 30, 2025, Quincy Lee's portfolio demonstrates a strategic focus on key sectors. The largest allocation, over 27%, is in Interactive Brokers Group Inc (IBKR), reflecting its dominance in the Financial Services sector.
Top Holdings by Value
IBKR leads with a total stock value of $113,098,593. Upwork Inc (UPWK) follows closely at $79,269,146, both within the Financial Services and Communication Services sectors respectively. Ally Financial Services contributes $51,289,241, while Technology sector presence is marked by SATS with $50,885,464.
Sector Concentration
Financial Services holds the highest concentration at 47%, driven by IBKR and Ally. Communication Services rounds out the top sectors with 19%. Notable changes include a significant increase in UPWK shares (13%) and a notable rise in THRYV HLDGS Inc, despite ULCC's slight decrease.
Thorough analysis reveals a balanced approach with strong positions in high-growth areas like Interactive Brokers Group Inc and Upwork Inc. This portfolio strategy underscores Quincy Lee's commitment to sector diversification while capitalizing on growth potential.